Summary

What you can do

• If you hover over the bars on the chart, a pop out with a breakdown of your asset class contributions to income will appear
• Using the drop down located at the top right of the chart, you can filter income by currency. There is another dropdown above this that lets you filter by custodian/account
• View estimated future portfolio income based on previous incomes declared and paid

Tips to remember

• Income will be displayed in the portfolio base currency when ‘all’ is selected, even if the income received was a different currency
• illio doesn’t guarantee future income it just estimates what it may be based on previous declarations

Dividends Detail

What you can do

• See an overview of all the income your portfolio has received from dividends over the selected time-period
• See a projection of income your portfolio will receive from dividends, looking forward 12 months. illio estimates this amount based on previous year’s figures and payment dates
• Dividend detail also breaks down your portfolio dividend contributions by long and short positions.
• Hovering over the bars on the chart will detail which positions have made contributions to dividend income in the selected period.

Tips to remember

• Dividends will be displayed in the portfolio base currency when ‘all’ is selected, even if the income received was a different currency
• Using the drop down located at the top right of the chart, you can filter by currency
• illio doesn’t guarantee future income it just estimates what it may be based on previous declarations

Distributions Detail

What you can do

• See an overview of all the income your portfolio has received from distributions over the selected time-period
• See a projection of income your portfolio will receive from distributions, looking forward 12 months. illio estimates this amount based on previous year’s figures and payment dates
• Distribution detail also breaks down your portfolio distribution contributions by long and short positions
• Hovering over the bars on the chart will detail which positions have made contributions to distributions income in the selected period

Tips to remember

• Distributions will be displayed in the portfolio base currency when ‘all’ is selected, even if the income received was a different currency
• Using the drop down located at the top right of the chart, you can filter by currency
• illio doesn’t guarantee future income it just estimates what it may be based on previous declarations

Crypto Earn Detial

What you can do

• See an overview of all the income your portfolio has received from crypto earns over the selected time-period
• See a projection of income your portfolio will receive from crypto, looking forward 12 months. illio estimates this amount based on previous year’s figures and payment dates
• Crypto earn detail also breaks down your portfolio distribution contributions by long and short positions
• Hovering over the bars on the chart will detail which positions have made contributions to crypto earn in the selected period.

Tips to remember

• Crypto earns need to be manually added for respective coins

Coupons Detail

What you can do

• See an overview of all the income your portfolio has received from copupons over the selected time-period
• See a projection of income your portfolio will receive from coupons, looking forward 12 months. illio estimates this amount based on previous year’s figures and payment dates
• Coupons detail also breaks down your portfolio distribution contributions by long and short positions
• Hovering over the bars on the chart will detail which positions have made contributions to coupon income in the selected period.

Tips to remember

• Coupon payments will be displayed in the portfolio currency on this page, even if the coupon received was a different currency
• Using the drop down located at the top right of the chart, you can filter income by currency